Managers and direct reports can update their assigned goals in order to track their progress towards the organization objectives.
⚠️Goals can be updated by the assignee and the owner, however the goal can only be deleted by the owner.
There are two different ways to update goals:
1 From a 1:1 meeting series
To update a goal from a 1:1 meeting series, follow the steps described below:
- Go to your 1:1 meetings section and select the 1:1 meeting that you have scheduled with the person you want to review goals with.
- On the right hand side of your screen, you will see a Goals section that contains all the goals set.
- Click on the goal that you want to update and you will be taken to a new page containing all the goal information.
- Select the Key Result that you want to update and insert the new information. Your changes will be saved automatically and a timestamp will show when the changes were made.
2 From your goals section
To update a goal from your Goals section follow the next steps:
- Go to your Goals section and find the goal that you want to update. Next, click on the goal to review its information.
- Select the Key Result that you want to update and insert the new information. Your changes will be saved automatically and a timestamp will show when the changes were made.